Legacy Wealth Planning, LLC has disclosed 84 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2022-09-30. The current portfolio value is calculated to be $60.00 Mil. The turnover rate is 6%.
In Legacy Wealth Planning, LLC's current portfolio as of 2022-09-30, the top 5 holdings are
WisdomTree U.S. Dividend Growth Fund (DGRW), WisdomTree Global High Dividend Fund (DEW), Apple Inc (AAPL), iShares Russell Top 200 Growth ETF (IWY), Pacer US Cash Cows 100 ETF (COWZ), not including call and put options.
Legacy Wealth Planning, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Legacy Wealth Planning, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Legacy Wealth Planning, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Legacy Wealth Planning, LLC.